iShares S&P 1500 Index Fund shares owned by Grimes & Company
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Grimes & Company
from 13F filings
Historical chart of Grimes & Company investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Grimes & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $537k | 3.6k | 148.71 |
| 2025-09-30 | $683k | 4.7k | 145.64 |
| 2025-06-30 | $433k | 3.2k | 135.04 |
| 2025-03-31 | $390k | 3.2k | 122.01 |
| 2024-12-31 | $410k | 3.2k | 128.61 |
| 2024-09-30 | $272k | 2.2k | 125.59 |
| 2024-06-30 | $254k | 2.1k | 118.80 |
| 2024-03-31 | $246k | 2.1k | 115.31 |
| 2023-12-31 | $224k | 2.1k | 105.21 |
| 2023-09-30 | $232k | 2.5k | 94.19 |
| 2023-06-30 | $266k | 2.7k | 97.84 |
| 2023-03-31 | $246k | 2.7k | 90.55 |
| 2022-12-31 | $231k | 2.7k | 84.80 |
| 2022-09-30 | $390k | 4.9k | 79.48 |
| 2022-06-30 | $228k | 2.7k | 83.82 |
| 2022-03-31 | $268k | 2.7k | 100.75 |
| 2021-12-31 | $227k | 2.1k | 106.82 |
| 2021-09-30 | $218k | 2.2k | 98.33 |
| 2021-06-30 | $208k | 2.1k | 98.58 |
| 2020-06-30 | $234k | 3.4k | 69.35 |
| 2019-12-31 | $259k | 3.6k | 72.77 |
| 2019-09-30 | $235k | 3.5k | 67.14 |
| 2019-06-30 | $360k | 5.4k | 66.72 |
| 2019-03-31 | $273k | 4.2k | 64.31 |
| 2018-12-31 | $247k | 4.4k | 56.73 |
| 2018-09-30 | $290k | 4.4k | 66.61 |
| 2018-06-30 | $272k | 4.4k | 62.47 |